Individual Services

  • Income tax preparation
  • Multi-state tax services
  • Strategic tax planning
  • Pre-scheduled tax season appointments that provide more timely service
  • Estimated tax projections
  • Secure electronic filing
  • Newsletter updates of tax law changes
  • 100% online services available through the use of our client portal
  • Estate, gift, and trust tax return preparation
  • Assistance with IRS or state notices

Small Business Services

  • Start-up services
  • Income tax planning
  • Income tax preparation of all federal, state, and local returns
  • Small business owner tax return preparation and coordinated planning
  • Compilation and review of financial statements
  • QuickBooks training and support
  • Fringe benefit calculations
  • Complete bookkeeping and accounting services
  • Complete payroll service including direct deposit
  • Preparation of Forms 1099
  • Assistance with IRS or state notices